Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LENZ Therapeutics, Inc.GRPH · Entity 6475 | Director | July 19, 2023 | July 21, 2023 |
| Lyell Immunopharma, Inc.LYEL · Entity 5757 | Chief Fin. and Bus. Officer | March 09, 2026 | March 16, 2026 |
| PLIANT THERAPEUTICS, INC.PLRX · Entity 7022 | Director | June 13, 2024 | June 17, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
LENZ Therapeutics, Inc.
Report date July 19, 2023 · Filed July 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.72 · Expires 2033-07-18 | Direct | 20,000 |
Reported balance
After 2023-07-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-07-19 · Grant · Acquired 20,000 · Balance 20,000 F1: The shares subject to such option vest in full on the earlier of (i) the one-year anniversary of the grant date or on (ii) the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continuous service as a director as of the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to such option vest in full on the earlier of (i) the one-year anniversary of the grant date or on (ii) the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continuous service as a director as of the applicable vesting date.
Lyell Immunopharma, Inc.
Report date March 09, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.50 · Expires 2036-03-08 | Direct | 140,000 |
Reported balance
After 2026-03-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-09 · Grant · Acquired 140,000 · Balance 140,000 F1: 25% of the option shares will vest on March 9, 2027, with the remaining option shares to vest in equal monthly installments over the following 36 months, subject to the reporting person providing service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 25% of the option shares will vest on March 9, 2027, with the remaining option shares to vest in equal monthly installments over the following 36 months, subject to the reporting person providing service through the applicable vesting date.
PLIANT THERAPEUTICS, INC.
Report date June 13, 2024 · Filed June 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.06 · Expires 2034-06-13 | Direct | 26,764 |
Reported balance
After 2024-06-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-06-13 · Grant · Acquired 26,764 · Balance 26,764 F1: 25% of the shares subject to such option vest and become exercisable on the first day of each calendar quarter for three calendar quarters following the June 13th, 2024 grant date and the remaining 25% of the shares subject to such option vest and become exercisable on the earlier of (i) the one-year anniversary of the June 13, 2024 grant date or (ii) the next annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer as a Director through each such date or, if earlier, such annual meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: 25% of the shares subject to such option vest and become exercisable on the first day of each calendar quarter for three calendar quarters following the June 13th, 2024 grant date and the remaining 25% of the shares subject to such option vest and become exercisable on the earlier of (i) the one-year anniversary of the June 13, 2024 grant date or (ii) the next annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer as a Director through each such date or, if earlier, such annual meeting.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 09, 2026 Filed Mar 16, 2026 19:26 UTC | Lyell Immunopharma, Inc. LYEL · Entity 5757 | GrantOption (right to buy) · Derivative | 140,000 | $0.00 Strike: $25.50 | $0.00 |
DisclosureSEC source: 0001808821-26-000006 · form4-03162026_110321.xml · derivative · entry 1 Shah Smital · CIK 0001808821 · Chief Fin. and Bus. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,000 Underlying: Common Stock · 140,000 shares Expires 2036-03-08 F1 · derivative.exercise_date: 25% of the option shares will vest on March 9, 2027, with the remaining option shares to vest in equal monthly installments over the following 36 months, subject to the reporting person providing service through the applicable vesting date. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 20:15 UTC | PLIANT THERAPEUTICS, INC. PLRX · Entity 7022 | GrantCommon Stock (Right to Buy) · Derivative | 26,764 | $0.00 Strike: $13.06 | $0.00 |
DisclosureSEC source: 0001746473-24-000104 · wk-form4_1718669745.xml · derivative · entry 1 Shah Smital · CIK 0001808821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,764 Underlying: Common Stock · 26,764 shares Expires 2034-06-13 F1 · derivative.exercise_date: 25% of the shares subject to such option vest and become exercisable on the first day of each calendar quarter for three calendar quarters following the June 13th, 2024 grant date and the remaining 25% of the shares subject to such option vest and become exercisable on the earlier of (i) the one-year anniversary of the June 13, 2024 grant date or (ii) the next annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer as a Director through each such date or, if earlier, such annual meeting. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 21:01 UTC | LENZ Therapeutics, Inc. GRPH · Entity 6475 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001209191-23-043125 · doc4.xml · derivative · entry 1 Shah Smital · CIK 0001808821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2033-07-18 F1 · derivative.exercise_date: The shares subject to such option vest in full on the earlier of (i) the one-year anniversary of the grant date or on (ii) the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continuous service as a director as of the applicable vesting date. Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 17:26 UTC | PLIANT THERAPEUTICS, INC. PLRX · Entity 7022 | GrantStock Option (Right to Buy) · Derivative | 14,000 | $0.00 Strike: $23.09 | $0.00 |
DisclosureSEC source: 0001209191-23-035541 · doc4.xml · derivative · entry 1 Shah Smital · CIK 0001808821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,000 Underlying: Common Stock · 14,000 shares Expires 2033-06-07 F1 · derivative.exercise_date: 25% of the shares subject to such option vest and become exercisable on the first day of each calendar quarter for three calendar quarters following the June 7th, 2023 grant date and the remaining 25% of the shares subject to such option vest and become exercisable on the earlier of (i) the one-year anniversary of the June 7th, 2023 grant date, or (ii) the 2024 Annual Meeting of Stockholders, subject to the Reporting Person's continued service to the Issuer as a Director through each such date or, if earlier, such annual meeting. Read SEC document |
| June 21, 2022 Filed Jun 22, 2022 21:35 UTC | LENZ Therapeutics, Inc. GRPH · Entity 6475 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $2.54 | $0.00 |
DisclosureSEC source: 0001209191-22-038727 · doc4.xml · derivative · entry 1 Shah Smital · CIK 0001808821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2032-06-20 F1 · derivative.exercise_date: The shares subject to such option vest in full on the earlier of (i) the one-year anniversary of the grant date or on (ii) the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continuous service as a director as of the applicable vesting date. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 16:14 UTC | PLIANT THERAPEUTICS, INC. PLRX · Entity 7022 | GrantStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $6.80 | $0.00 |
DisclosureSEC source: 0001567619-22-013189 · doc1.xml · derivative · entry 1 Shah Smital · CIK 0001808821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2032-06-15 F1 · derivative.exercise_date: 25% of the shares subject to such option vest and become exercisable on the first day of each calendar quarter for three calendar quarters beginning October 1st and the remaining 25% of the shares subject to such option vest and become exercisable on the earlier of (i) the one-year anniversary of June 16, 2022 or (ii) the next annual meeting of the stockholders, subject to the Reporting Person's continued service to the Issuer as a director through each such date or, if earlier, such annual meeting. Read SEC document |
| June 29, 2021 Filed Jun 30, 2021 20:54 UTC | PLIANT THERAPEUTICS, INC. PLRX · Entity 7022 | GrantStock Option (right to buy) · Derivative | 13,286 | $0.00 Strike: $28.20 | $0.00 |
DisclosureSEC source: 0001209191-21-044182 · doc4.xml · derivative · entry 1 Shah Smital · CIK 0001808821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,286 Underlying: Common Stock · 13,286 shares Expires 2031-06-28 F1 · derivative.exercise_date: 25% of the shares subject to such option vest and become exercisable on the first day of each calendar quarter following June 29, 2021 for three calendar quarters and the remaining 25% of the shares subject to such option vest and become exercisable on the earlier of (i) the one-year anniversary of June 29, 2021 or (ii) the next annual meeting of the stockholders, subject to the Reporting Person's continued service to the Issuer as a director through each such date or, if earlier, such annual meeting. Read SEC document |
| June 29, 2021 Filed Jul 1, 2021 23:00 UTC | LENZ Therapeutics, Inc. GRPH · Entity 6475 | PurchaseCommon Stock | 5,882 | $17.00 | $99,994.00 |
DisclosureSEC source: 0000899243-21-027014 · doc4.xml · nonDerivative · entry 1 Shah Smital · CIK 0001808821 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 5,882 F1 · ownership.nature: These shares are held by the Martins Shah Family Trust of which the Reporting Person and her spouse are trustees. The Reporting Person disclaims beneficial ownership of such securities except to the extent of her pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of such securities for purposes of Section 16 or for any other purposes. Read SEC document |
| April 15, 2021 Filed Jul 1, 2021 23:00 UTC | LENZ Therapeutics, Inc. GRPH · Entity 6475 | GrantStock Option (right to buy) · Derivative | 93,585 | $0.00 Strike: $7.23 | $0.00 |
DisclosureSEC source: 0000899243-21-027014 · doc4.xml · derivative · entry 2 Shah Smital · CIK 0001808821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,585 Underlying: Common Stock · 93,585 shares Expires 2031-04-14 F2 · derivative.exercise_price: On June 21, 2021, the Issuer completed a one-for-2.432 reverse stock split of the Issuer's Common Stock ("Reverse Stock Split"). This amount has been adjusted to give effect to this Reverse Stock Split. F3 · kind: This transaction occurred prior to the Issuer's initial public offering and is being reported on Form 4 solely for purposes of compliance with Rule 16a-2(a) under the Securities Exchange Act of 1934, as amended. The securities covered by such transaction were previously included on the Reporting Person's Form 3. F2 · shares: On June 21, 2021, the Issuer completed a one-for-2.432 reverse stock split of the Issuer's Common Stock ("Reverse Stock Split"). This amount has been adjusted to give effect to this Reverse Stock Split. F4 · derivative.exercise_date: 1/48th of the shares subject to such option vest and become exercisable in substantially equal monthly installments on the last day of each calendar month after April 12, 2021, subject to the Reporting Person's continuous service to the Issuer on each such date. The option provides for an early exercise provision of unvested shares, subject to the Issuer's right to repurchase. F2 · derivative.underlying_shares: On June 21, 2021, the Issuer completed a one-for-2.432 reverse stock split of the Issuer's Common Stock ("Reverse Stock Split"). This amount has been adjusted to give effect to this Reverse Stock Split. F2 · balance_after: On June 21, 2021, the Issuer completed a one-for-2.432 reverse stock split of the Issuer's Common Stock ("Reverse Stock Split"). This amount has been adjusted to give effect to this Reverse Stock Split. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.